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PERSONAL FINANCE News & Analysis

Unconventional wisdom: Add certainty to your retirement
Retirement
Unconventional wisdom: Add certainty to your retirement
What a trip to Monte Carlo can teach you about having a more secure retirement. 
Mark LaMonica, CFA | 20 February 2025
Investing resources I keep going back to
Personal Finance
Investing resources I keep going back to
Thinking that informs how I approach work as an investment specialist and life as an investor.
Shani Jayamanne | 18 February 2025
How many holdings should you have in your portfolio?
Personal Finance
How many holdings should you have in your portfolio?
This week's episode of Investing Compass looks at diversification, and 2 mistakes to avoid with your portfolio.
Shani Jayamanne | 18 February 2025
Future Focus: Buying a home out of reach? Try these financial goals instead.
Personal Finance
Future Focus: Buying a home out of reach? Try these financial goals instead.
A framework to understand what you want from life and therefore your finances.
Shani Jayamanne | 18 February 2025
Stop loss – stopping or locking in losses?
Personal Finance
Stop loss – stopping or locking in losses?
A reader submitted question on the value of the stop loss function offered by brokers.
Shani Jayamanne | 17 February 2025
Unconventional wisdom: Are passive ETFs leading to lower returns?
Personal Finance
Unconventional wisdom: Are passive ETFs leading to lower returns?
Does a study showing investors that own passive products get lower returns mean John Bogle was wrong?
Mark LaMonica, CFA | 14 February 2025
Transitioning to a ‘grown up’ portfolio
Personal Finance
Transitioning to a ‘grown up’ portfolio
What do you do when you have made investments in the past that you no longer believe in?
Shani Jayamanne | 13 February 2025
Future Focus: A better way to use financial advisers' favourite investment strategy
Personal Finance
Future Focus: A better way to use financial advisers' favourite investment strategy
An exploration of strategic and tactical allocation, and an alternative way to use Core/Satellite.
Shani Jayamanne | 10 February 2025
Insuring yourself against worst case scenarios
Personal Finance
Insuring yourself against worst case scenarios
This week's episode of Investing Compass looks at how to optimise how investors protect themselves.
Shani Jayamanne | 10 February 2025
This week’s best investing insights
Personal Finance
This week’s best investing insights
Stay up to date with our best investment opportunities and insights on investing.
Morningstar | 07 February 2025